5. When the import is complete, refresh your web browser to see the updated client list in Joist.

Note that if you are bringing your client list over from another Joist account, you first have to open that CSV file in a spreadsheet application like MS Excel, Apple Numbers or Google Sheets and delete the rightmost column from the spreadsheet -- this is the column containing a series of random numbers in each cell. Save the file as a CSV and follow the steps listed above.